The CRM Zen Show

This week we talk about:

• Big Updates to Bigin with Samsung Tablets

• New Zoho SalesIQ Integration with LINE

• Zoho working on building its own OS for laptops

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-261/

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This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. If I have serialized products that I want to track post-sale is that possible? (...) I need a holistic view of all historical inventory, ability to associate those S/Ns with deals/customers, and then have the data available in the CRM/Zoho so the product can be properly supported through the post-sale lifecycle.

• 💬 2. I wanted to alert myself to reach promising leads based on the information I have from CRM, Campaigns, and the SalesIQ tracking of time spent on my website. I created a workflow to create a task for every lead that got a lead score of >5.  That was overwhelming so I increased it to >10.  2,200 new tasks later, I’m not convinced I’m doing this correctly. Is there a best practice - or at least a better practice - for setting up a workflow with lead scoring?

• 💬 3. Can it work well for a recruitment company or just for internal recruitment?  For example if we want to post a job for a customer, will it link to the customer CRM record etc?

• 💬 4. My contacts are all set up in the Contact module of the CRM. I have none set up under leads. However, when I try to add a new sync, the only option I have is Leads. My search for Contacts turns up nothing.. Shouldn't Contacts be a module to choose from in the drop-down?

• 💬 5. Hi all! Love your shows. I noticed today that the "Products Module" doesn't utilize the role hierarchy in Dashboards? Meaning, when creating a component in the Dashboard Module, if you select "Products" in the Modules option, and select "Pipelines" for the related module, when selecting your measures/groupings, the data doesn't filter the same way it does with the other modules. i.e. everyone can see all data, not data that is specific to that role? From a business point of view, the 3 or 4 regions that we do business in don't want to see each other's data. They only want to see theirs. Do you know of any work around, or am I doing something wrong?

• 💬 6. We are taking meeting minutes directly in Projects or CRM but it happened to many users that for one reason or the other the minutes were not stored and information got lost. I thought about recommending everybody taking meeting minutes while being in a meeting would be best in Zoho Notebook where each character you enter is stored directly. On the other hand this means creating it in one place and then copy/paste it to where it finally belongs. Is there a way to have text stored directly in CRM or Projects without having to confirm it should be stored? What do you recommend?

• 💬 7. Mainly for Campaigns, as that’s where I’m at with a Zoho One implementation, but I can’t seem to find any good way of managing multi-lingual requirements. I can create a newsletter in another language and even adjust the footer text, but the signup pages, autoresponder emails and topic pages don’t seem to allow translation. Am I out of luck here until Zoho implements this functionality? (...) Will I find the same issues in Desk and other Zoho products as I look to bring them online? I appreciate the help and love the usefulness of this community!

• 💬 8. We are currently using Zoho CRM and Campaign, I have a test Zoho One account to determine if we can expand to Inventory and Books. Within Inventory, I am really struggling to determine how Item costs are managed. (...)  Zoho is supposed to use FIFO (...) I need to be able to see these numbers at the time of the order to ensure I am charging the correct price.

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This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho CRM Email Deliverability Improvements

• Zoho Creator Revamps It's Upcoming Notes Page

• Zoho Desk Android App now Supports Marketplace Extensions

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-260/

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Zoho Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. How can I integrate Zoho People with Zoho Forms?

• 💬 2. A few years back you put together this video:  Zoho CRM Automated Deals to Track Subscription Revenue Implementation - 2020. Do you have an updated version of this that you’re using? We’re already using Zoho Subscriptions for most of our numbers, but it would be nice to have everything updated across the zoho-verse. Is there a simple way to get Subscriptions to talk to the CRM deals so everything is up to date? Thanks! 

• 💬 3. Currently using a Zoho CRM trigger in a Zoho Flow to post data to a default 3rd party app from the Flow gallery. It works great, however the 3rd party app's company would like us to hit a different endpoint URL and use newer JSON strings for our specific needs. Is there a way to create a new custom app in Flow or possibly clone to then slightly modify an existing Zoho App from the gallery to suit our specific needs? Hope I'm not overlooking something obvious here. Love your in-depth coverage and explanation of the Zoho ecosystem! 😊

• 💬 4. Can you clarify possible use cases for the zoho Desk custom lookup fields ?   Since tickets ALREADY show the name of the contact and account I'm not seeing what advantage this new feature adds.    We're new to Zoho Desk so clearly I'm missing something.

• 💬 5. Can you add sections if you do not have Formstack?

• 💬 6. I want to have my users save all our CRM attachments into Workdrive, but unfortunately, Zoho doesn’t have a native integration. I’ve found the marketplace extension (https://marketplace.zoho.com/app/crm/zoho-workdrive-for-zoho-crm) but I don’t like the file structure it creates because it has unnecessary folders for my business. I am in real estate and am looking for the files to be stored by the address (i.e. Deal Name). Current Behavior: /Zoho CRM/Contacts/{Contact Name}/Associated Deals/{Deal Name} Desired Behavior: /Zoho CRM/Deals/{Deal Name} I was able to create a custom button/function to create a folder where I want it, but the extension still puts an empty Associated Deals folder inside. Additionally, the bigger issue is that if users upload files directly into the widget, the folder gets created using the default logic/location. Is there any way to modify the behavior of this marketplace extension? Or any other path to store attachments where I want them in Workdrive?

• 💬 7. I made a Team Folder but it won't let me delete it and gives me this message: The Test Team Folder is associated with Zoho Projects / BugTracker. To delete the Team Folder in WorkDrive, you must disassociate it from Zoho Projects / BugTracker. I do not know what it is referring to and cannot find it anywhere. Send help.

• 💬 8. I am still using our old newsletter tool as I could not check out yet whether email deliverability of Zoho Campaigns is as good as in the old system. However I at least want to import all data into CRM. As long as I am not using Zoho Campaigns for sending out mailings, would you just add a campaign in CRM for each newsletter etc. sent previously or would you import data into Zoho Campaigns?

• 💬 9. I hope this message finds you well. I wanted to extend my congratulations for the exceptional work you do in keeping us updated and optimized with all things Zoho. In our CRM system, we heavily rely on contact roles within opportunities. However, we face a challenge when it comes to pinning tickets. Currently, CRM only allows pinning tickets from the main contact associated with an opportunity. I have reached out to CRM and Desk support but haven't found a solution. Do you have any creative ideas to overcome this limitation? My goal is to view the opportunity in CRM with specific tickets pinned to it, regardless of the contact associated with the ticket. Thank you for your attention to this matter. I appreciate any help or suggestions you can offer.

• 💬 10. At 8:05, why did you have to click on the Related list for the item to appear/have the little "1 record" number next to it? Was it just a timing thing or do they not load like others?

• 💬 11. I'm using Zoho CRM with some custom modules (through my Zoho One subscription) to replace a database application which was built using Sharepoint tables. That part is going well. The part which isn't going well is the reporting, which, in the Sharepoint application, is done using Excel, primarily pivot tables. I have tried the pivot tables in Zoho CRM reports, Zoho Analytics, Zoho Sheets, and even looked at the new Zoho Tables, but can't get even close to the very refined pivot table appearance I can achieve in Excel. There aren't very many records, and they don't change too often. I would be interested in your thoughts about how to handle this.

• 💬 12. Hello there! I'm trying to sync zoho+shopify. We do have a zoho plus account but when I click on connect it tells me to create an account

💥Zoho Team Training Programs💥

Train Your Team In Less Than A Week!

Team Training Courses by Zenatta Consulting

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🧠 OTHER RESOURCES 🧠

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️Events 

️Club Zenatta

This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• RouteIQ For Zoho CRM

• Note/Attachment Restrictions Based On Profile For Zoho CRM

• Zoho Analytics July'23 Updates

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-259/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. I have a question on setting up Goals/Target. Is there any way we can add absolute values for goals/targets? Currently, from employee's profile, it shows the weightage as a percentage. All I need is to remove a percentage sign from the 'Goals/Targets' tab.  Any custom function or any workaround is there to achieve this requirement? (Adding a custom field, would not display the numbers at the Goals/Target tab)

• 💬 2. Does anyone know HOW to get the Zoho CRM Gmail Extension to work in Brave Browser??? It works in Chrome, but not Brave? I think it may be because you have to sign into your Google Account, but on a previous CRM Zen show Tyler and Brett said it worked in Brave?

• 💬 3. I watched the Zoho Flow Full Product overview-great job Oscar and Felix- oops got mixed up there Greg and Jordan. (at least the Pigeon sisters aren’t involved). I’ve been able to develop about 10 flows that have been working great, but having some trouble getting the big picture on how to develop this type of flow. I have a ZCreator app being used as a Point of Sale app. The Invoice includes a subform where line items are created for what’s being sold for the customer purchasing. There is also a Payments subform to accept payment for the invoice. For the last year we daily export these line items and payments as separate spreadsheets and import them into Zoho Books to bring these sales over. It’s been working fine but kind of tedious. I’m trying to look at Zoho flow in how to do this in real time but the big issue for me is how would these subforms be accommodated to bring in the multiple “records” in the One to Many relationship between Invoice and Line Items

• 💬 4. I have been playing with Zoho products for the last 6 months as the company I work for prepares to move from their (disjointed) platforms and data matrices.  I am trying to integrate 2 forms into our Wordpress website that I built in Zoho Forms that both need to deposit information into Zoho Creator and Zoho CRM through Zoho Flow.  One of the pieces of information that needs to be transferred is a date.  I can get the date into Creator but I can’t seem to get the date from Forms to flow into CRM.  I know there are basically 2 ways to troubleshoot this (the custom function and the new format date option built into Flow) and I have tried multiple options using these 2 methods to no avail.  The form in Forms is set to be formatted as MM/dd/yyyy and the CRM is formatted as MM/DD/YYYY.  Any help on a direction to try would be great!  Thank you!

• 💬 5. We are wondering how we can track the traffic data of the Career Site. (Where our visitors come from.) On our other platforms we use an HTML code, but on Career Site we cannot put it in anywhere. Thanks for any suggestions!

• 💬 6. Thank you for answering my question in depth! Really appreciate it. I have a comment and a follow up question. I also find one more downside, if i record as payment received, it will only record it as cash which I think won't match the bank feed (through zoho books) My question, do you have a system on zoho books to match the bank feed (shopify payouts) with multiple shopify orders (noting that those payouts refer to multiple sales orders that were fetched through zoho inventory)? I’m guessing this can't be automated 😢

• 💬 7. Hi! Is there a way to just integrate the products in quickbooks to zoho. Been trying to figure it out but I am having a hard time. What I was trying to do is I want zoho to get the products that we have in quickbooks so that whenever I try to create quotes we'll just have to look up the list that was synced in the software. Will that be possible? We are currently using chargezoom to create invoices and we can easily just easily choose the products that we need to add to the invoice because it syncs with quickbooks and whenever we had to add products to quickbooks it also syncs to chargezoom right away.

• 💬 8. Hi Landon. Thank you for the video.  If you edit / change the data in a cell on the sheet view, does the change in the sheet view change the same data in the CRM?

• 💬 9. I know you guys don’t like bookings and this may be one reason why. I have set up a Booking and have a 2 hour Buffer in the Consultation Information section. In my diary, it books out the meeting and includes the buffer time. In this example, the booking is at 9am and the booking shows up in my calendar as 9-12. I've tested this on myself and I get the booking confirmation 9-10 and also a separate booking for the meeting and buffer (in my test diary) Do you know of any reason for this? The second issue is I assumed the buffer time was before the meeting, not after. or possibly both sides. The use case is these are external meetings and I need to not make bookings straight after another meeting. Any thoughts other than going back to You Can Book Me? As always I really appreciate the support.

• 💬 10. It seems like there are some accounts that qb allows you to make manual entries for, that zoho books does not allow you to make manual entries for (like inventory asset account). So during historical migration these accounts won’t transfer even though they are in the chart of accounts. Anyone else have this problem?

• 💬 11. We are a resource outsourcing enterprise. We let our employees work on behalf of our clients and we charge the cost to the company to our clients. How to create invoices when we charge invoices based on the number of hours our employees worked and other related expenses on the project and charge the same to our client

• 💬 12. Is it possible to have different columns on each milestone for the same project?. The problem we are having is that some milestones require only numeric fields, other milestones text/comments and other milestones require a checkbox or date. We don't want to have all columns in all milestones. Thank you!

• 💬 13. Thank you, this video was really insightful! I want to create a custom sync for the Checklists tab in the Deal module. Would I follow a similar approach as you did in this video? I want to create a view in Analytics to show which items in the checklists are completed and not completed. Thanks 😄

Here are the links to the help articles discussed:

Question 6: Sample Link - https://zenatta.zohorecruit.com/jobs/Careers/421829000001328001/Zoho-Consultant?source=CareerSite 

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

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️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho Campaigns Adds Workspaces & Changes to Roles/Syncs

• Zoho CRM V5 APIs

• Zoho Desk Adds Custom Lookup Fields for Tickets, Contacts, & Accounts Modules

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-258/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. Trying to live my best life as a business owner, I knocked out a bunch of Zoho work on my iPad while sitting on the patio. Until……I tried to send an email through Campaigns. Cloning a past email was easy. As was editing the subject. But it wouldn’t let me edit the body of the email. Is there a setting I need to tweak? Or do I just need to go back to my laptop’s web browser?

• 💬 2. Is the Code Outdated? Followed everything and I'm not able to save my code inside "Message Action" due to annoying expected "[ or} or ;" errors at lines 4, 5 and 7. It makes no sense.

• 💬 3. Thank you very much Wayne, I have a question. In Zoho Forms, there is a feature called 'Field Alias' that is usually used to capture the URL parameters. We can capture the UTM data using this feature right? Is there any benefit if we use 'UTM Tracking' from Zoho Form instead of 'Field Alias' ?

• 💬 4. Hello, Great tutorial btw, thank you. I was wondering about SKU, I would like to add this to the sales order. What is your suggestion? Thx

• 💬 5. Thank you very much! 😍 Greg totally understood my issue! Is there a way to generate a notification that a help center invitation has been accepted?

• 💬 6. How do I add a member? Can it be any email? How do I set a course so the people can enter?

• 💬 7. How can we pull the sent emails within workflows to CRM to see which leads received those emails and see if they opened/replied?

• 💬 8. Thanks again for the entertainment and information 😁 I was watching Wayne’s response to adding an image dynamically in Campaigns and I wondered if this can also be done in CRM email templates? I have an email template that pulls in from a custom field (7 Pick list options). I have 7 pdf documents that relate to each option that I add as an attachment. At the moment I’m adding this manually but I wonder if there’s a way of selecting the doc from WorkDrive based on the picklist.

• 💬 9. Is there a good method to create a form that can look-up and filter CRM records based on the form input? Filtering by list view inside CRM is a little awkward because it doesn’t show possible values for multi-select pick lists. I have something set-up in Zoho Analytics, but it’s kind of messy bringing over field values and filtering them. Basically, I want to look-up contacts based on multiple field criteria. And then ideally be able to select from that list the ones I like the most and send them an email.

• 💬 10. Do you have a tutorial on how the implementation of the week was actually implemented? Want to automate some customer discounts but can't find anything but your video that explains how it could be done.

• 💬 11. This is very helpful! Does this connection support bank payments from any bank or credit union? I'm looking at the options available for customers that may not have the standard large banks, so they have to be able to pay using any type of account.

• 💬 12. We have a bizarre problem with SalesIQ, I’m wondering if other folks have come across this or have any idea of what’s going on.   In SalesIQ there’s a “Live” view and a “Visitors → All Visitors” view that shows a raw list of visitors. The two views are showing different visitors for the most part.    We’re clearly not seeing all the incoming visitors in the Live view.  Any ideas?

• 💬 13. I’m sure you’ve faced this problem and have something up your sleeve to overcome it! Client Users don’t have access to Reports in Zoho Projects, so no access to Gannt Chart - the easiest way to give them a view of project breakdown and status. There’s also no way to generate a viewable link to a Gannt chart/report - only export to PDF (which also needs major work). I’ve tried to create something in Zoho Analytics using a scatter plot with Task names and Due dates as the axes, but there are several problems with it - no view of milestones or tasks lists to sort the tasks, dots scattered everywhere, tasks get cut off because not all of them fit in the area of the chart, etc. Any ideas? We need to give clients (some not Zoho users) an easy way to view where their project is at. Thanks 

• 💬 14. If I have a contact detail page with 3 tags and add a new tag, the new tag is not visible unless I click on the "More" link. I can’t change the order of tags but in cases where there are more than 3 tags it would help having the 3 tags added the latest first. Older tags should appear at the end (not visible immediately). Is there a way to do so?

• 💬 15. I'm seeking assistance with integrating customer sales orders and data between ZOHO Inventory and ZOHO CRM & ZOHO FORMS & ZOHO CRM to be consolidated and organized together for easier management. Currently, when a sale occurs from Shopify into ZOHO Inventory, the customer's information is stored in the ACCOUNTS Module of ZOHO CRM. However, I have created a separate module in ZOHO CRM specifically for Shopify customers, where I would like this data to be stored. I've attached an images to illustrate the desired workflow. In short, Currently, the data from ZOHO Forms is generating a new entry in the Custom Module named 'Vehicle Insights' within ZOHO CRM. However, the Sales Order coming from ZOHO Inventory is being created and stored in the 'Accounts' Module in ZOHO CRM. My objective is to have both of these entities coexist within a specific custom Module called 'Vehicle Insights Devices'. This way, the data from both sources will be consolidated and organized together for easier management. Can this be achieved? Would this be completed in ZOHO Flow? Would any code need to written?

• 💬 16. What happens on the Customer export from Analytics if the Customer name field contains the job or project names in addition to the base customer name?  We use QBO and we have the project / job feature enable so we can track multiple jobs / projects with our customers.  Is there a way to export just the base customer name from that date table?

• 💬 17. Hi Josh, great video, I want to know your thoughts on Zoho's rule under preferences, sales orders, sales order cycle then creating an invoice, package and shipment rule. Is that much different than your method or will it achieve the same thing? i think they rolled this out just recently.

Here are the links to the help articles discussed:

• Question 9: https://club.zenatta.com/c/code-share/zoho-crm-filtering-custom-views-using-url-parameters

• Question 13: https://help.zoho.com/portal/en/community/topic/gantt-chart-zoho-analytics

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

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️YouTube 

️Newsletter

️Twitter

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️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This Issue of AZAAZ was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week we talk about:

• Zoho’s Re-designed Product Logos

• Hide Zoho SalesIQ Bot Based On Region

• Zoho CRM Mobile Adds Additional Security & Privacy Settings

• Our Implementation, Read, Code Share, and Tip of the Week

• Read the show notes: https://zenatta.com/episode-257/

💥NEW CRM Team Training Program💥

Get Your ENTIRE Team Trained Up in 7 Days!

CRM Team Training Course by Zenatta Consulting

👇 SUBSCRIBE 👇

️YouTube 

️Newsletter

️Twitter

Facebook

️LinkedIn

🧠 OTHER RESOURCES 🧠

️Resource Library 

️Events 

️Club Zenatta

This episode was produced by:

Podcaster Zen - Elevate Your Voice

💻 ABOUT US 💻

At Zenatta, we are Zoho Experts and a Zoho Premium Partner that understands how to build systems that your employees will use. Giving you the information you need to make informed decisions about your business.  

Our goal through this channel is to deliver useful tips and guides to help better your Zoho experience.

🛑 NEED ZOHO HELP? 🛑

Visit - https://zenatta.com

This week on AZAAZ we answered:

❓The Questions❓

• 💬 1. Thank you for sharing such wonderful insights into the crazy world of Zoho.  My question..... Can Global Sets be pushed to or integrated with a drop-down field in Zoho Forms?  I have a long list of different business categories in CRM, but I need to figure out how to share that with a Form so that when someone enrolls in the program to select that pre-defined category/value.  Or is there a simple way to export my Global Set to copy and paste into the form?  Whatcha got for me?   - Thanks again.

• 💬 2. When I put an image into an email template, can I dynamically change the image from a custom field, assuming the custom fields are URLs that are supported in a WordPress site?

• 💬 3. With regard to employee onboarding... wouldn't using Zoho People be the best solution, as it has onboarding as a built-in process...

• 💬 4. I've been thinking about integrating ChatGPT into my email so that some of the emails are auto-generated. Could I do it with Zoho Flow?

• 💬 5. I have watched the webinar on Zoho Survey.  During the webinar, Tyler said it is possible to prepopulate fields if the survey is sent from the candidate's record.  I have been unsuccessful in making the pre-population work.  This afternoon Zoho Tech Support said prepopulating the name, phone, and email is not possible.  Which is correct?

• 💬 6. Biggest issue I have had with Zoho Flow and decision trees is with Zoho Sheets and CRM lead lookup. I ask it to look up lead based on email if null, then default create lead...what happens, however, is that flow brings through empty information, so the output to create a new lead has no email or name, etc.. really annoying. I looked up your previous how-to with Tyler and with Zoho sheets, and it still didn’t work...but it works ok for Zoho Checkout in trying to create a deal /contact.

• 💬 7. Dear Tyler, Thanks for your great explanation, I have one question about workflows, I want to change the deal's status to 75% whenever an estimate is created. How can I access the Zoho Finance module in CRM, in workflow rules in Zoho CRM?

• 💬 8. I am now designing a blueprint thanks to you guys!  Do you have a tutorial on building an accept button for quotes without the use of the Zoho portal?

• 💬 9. I like to measure how many incoming leads in our Zoho CRM are actually coming from our Google Ads. We use Zoho Forms on the landing pages and we have connected the Google Ads App (via Marketplace) with Zoho CRM. We have done the following settings, but I am not sure if it is now properly installed for complete tracking. Question: What is now (2023) the best way to track the Google Ads vs incoming leads in Zoho CRM? via the Google Ads app and Google Tag Manager, or better using UTM tracking? Settings done: Connected Google Ads app with Zoho CRM. Zoho Forms: Marked check box in Zoho Forms:  GCLID - send GCLID details to Zoho CRM. Share: Track entries: Google Tag Manager set up incl. event: Submit Form. Tracking code: